FDIC Member

Asegurado por la FDIC- Respaldado por la plena fe y el crédito del Gobierno de los estados Unidos

About
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Kurt Philion

Wealth Advisor


Series 6, 7, 63, & 65 Licenses

En qué me especializo

  • Advisory & Wealth Management
  • Employee Retirement Accounts
  • Financial Planning
  • Life Insurance, Long-Term Care
  • Retirement Planning
  • 401K Transition
Encuentra a Kurt en BrokerCheck de FINRA

Mis ubicaciones

Horario de lobby Lun–Vie: 9am–4pm | Sáb–Dom: Cerrado

Horario de autoservicio Lun–Vie: 8am–4pm | Sáb–Dom: Cerrado

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Acerca de Kurt Philion

Kurt Philion is a dedicated financial advisor committed to helping individuals and families achieve their financial goals with clarity and confidence. Kurt began his career in the financial industry in 2017, co-founding Big Horn Financial Services through LPL Financial. Prior to this, he spent 16 years in radio, developing strong communication and relationship-building skills through advertising, production, and live broadcasting. Raised in a family of educators, Kurt brings a natural passion fo...

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